J.P. Morgan Wealth Management - Client Service Leader - Plano, TX

As a Client Service Leader within the J.P.

Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.

Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.

You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.

Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

The team you manage is a part of a unique 2-year program, Financial Advisor Development Track (FADT), designed to help advance them from an Investment Professional to a Financial Advisor at the firm.

Job Responsibilities


* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day


* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed


* Develop employees through effective coaching and career development conversations


* Recruit and onboard new team members


* Schedule strategically and manage the floor tactically to meet service levels


* Speak with clients and handle escalations


* Conduct call observations to review the quality of service provided


* Resolve problems, conduct research, and address complaints


* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks


* Foster and develop partnerships across the enterprise


* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients

Operating hours: Our current target operating hours are Monday - Friday, 7 a.m.

- 8 p.m.

CST and Saturday, 7 a.m.

- 5 p.m.

CST.

Required qualifications, capabilities, and skills

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Morgan and Chase brands.

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awa...